#tiffany-defaultPM
shell ginkgo
Hello! Can you share an example Customer ID that's unexpetedly getting the default payment set so I can take a closer look?
static swallowBOT
tiffany-defaultPM
devout canopy
This is applying to every customer we have (our company's Account ID:
acct_1ECrNaG0kXZ7QBQW)
Here's one of our test customers: cus_PMZk2MhZkvx5FH
shell ginkgo
Taking a look now!
Hmmm... I'm surprised this is happening - it looks like the hosted invoice page is autoamtically setting it as the default on the customer for some reason. Let me see if I can reproduce the behavior and maybe pull in some other folks to also take a look
devout canopy
Thank you!
shell ginkgo
Okay I'm able to reproduce - just checking with some other folks to see when this started happening
shell ginkgo
So we did some digging - I believe this general behavior (of setting a default PM on the customer) has been in place on the Hosted Invoice Page for a while and there isn't really a way to disable it. The behavior changed slightly when we updated our Hosted Invoice Page to create Sources instead of Payment Methods, but even when we were using Sources the Hosted Invoice Page would create a Source and if it was the first Source it would automatically be set as the default
static swallowBOT
devout canopy
Ah so, even if we update to the newest API version, nothing would change?
shell ginkgo
Correct, nothing about the behavior would change
devout canopy
I see, another question I had was is that why for the Add Payment Method flow in the UX portal, we are not able to enable a checkbox for "Add Payment as Default Payment?
We have seen this capability before with Stripe, but cannot figure out how to add it for our account
woeful thicket
HI 👋
I'm stepping in for my colleague who has to go
When you say the "UX portal" are you referring to the Hosted Invoice Page or the Customer Portal?
devout canopy
Customer Portal I believe, when a customer goes to Add a Payment Method
woeful thicket
Do you have an example Portal Session ID where this feature is not present?
Are you creating this sessions via the API or the Dashboard?
devout canopy
via the API
woeful thicket
Okay. Do you have a billing portal configuration object you are using when you create the sessions?
devout canopy
Actually sorry, I think it's configured via the Dashboard
We have not turned this live yet, it is only in our test environment
woeful thicket
That's okay. Do you have an example Session ID I could review?
devout canopy
test_YWNjdF8xRUNyTmFHMGtYWjdRQlFXLF9QVVI2OFpycVBaRGR0bHlhZGt5RUhGR0JaeUhKNjBP0100BtioSptx
woeful thicket
Thank you, I'm taking a look now
Hmmm....it's saying that isn't a valid object
A customer portal session will start with bps_
devout canopy
tagging my co-worker @warm escarp to take a look
warm escarp
Found it : bps_1OfSDtG0kXZ7QBQWOgvOOPtY
static swallowBOT
split prairie
Hi taking over here
And catching up on context
Just for clarification, are you saying you used to see a set as default checkbox in the customer portal?
But now it dissappeared?
warm escarp
Hi @split prairie we haven't used the customer portal on this account yet. We have another account where we are using the portal and this checkbox is visible.
warm escarp
The other account is using the API for billing portal, this new account's test mode is using the dashboard/no code. Other than that I'm not seeing material differences between the two.
split prairie
Do you have the other account's id where you are seeing the checkbox?
Can you share that other account's id
warm escarp
acct_1FbFs5JrbjwvGEol is the other account
split prairie
Thanks
Looks like we only surface that checkbox if the customer already has a default PM/source. If there’s no default PM and they’re adding their first PM through the customer portal then it’s always set as the default.
warm escarp
Thanks for the clarification! @devout canopy is this what we needed?
devout canopy
Yes I think so! Thank you all!